...
Once processing is completed, the lead’s ‘Delivery’ status will be ‘Not Delivered’, billable status will be updated to ‘No’.
...
Mark as Delivered: This is used to mark a Lead as Delivered. If the user does not want to deliver leads to any integration and want to mark some leads as test data, they can do so by flagging the leads as Test.
...
Once processing is completed, the lead’s ‘Delivery’ status will be ‘Delivered’ but will not be sent to any integrations.
...
Mark as Other: This is used to flag a Lead as Replacement. If the user wants to send flag leads that are as replacement to invalid/returned leads, they can do so by flagging the leads as Other ‘Other’ and selecting the reason as Replacement.
...
If the user wants to change the reason of a lead that is flagged as ‘Replacement’, they can select the option None‘None’.
The user may also provide a reason for flagging a lead as Replacement/None.
If reason: replacement - processing
If reason: None- processing
Add screenshotsFlagging as Replacement
...
The lead status will not be affected, metadata will be appended to the lead. Replacement leads can be exported using Lead Export, as shown below.
...
The field ‘Other Reason Type’ shows the reason as ‘Replacement' and the field 'Other Reason Comment’ shows the comment entered at the time of flagging the lead as replacement.
Flagging as None
...
The lead status will not be affected, metadata will be appended to the lead. Replacement leads can be exported using Lead Export, as shown below.
...
The field ‘Other Reason Type’ is reset to empty and the field 'Other Reason Comment’ shows the comment entered at the time of flagging the lead as replacement.
Reprocess Leads: When selecting the lead(s), user has the option to reprocess them and to re-run all of the ‘Processr Jobs’ and Value transforms for that specific lead(s). Reprocessing will initiate when user confirms the action by ticking the checkbox and clicking on ‘Save’.
...
descriptionAll QA jobs will be re executed for the selected leads and the statuses will be updated accordingly.
Delete Leads:
...
...
If the user wants to delete leads from the campaign, they can use the ‘Delete Leads’ option available. They will need to confirm the action by ticking the checkbox and clicking on ‘Save’. The leads will be removed from the campaign and will not appear on any reports for the campaign/advertiser/publisher. The count of deleted leads will be ignored when considering the number of leads on the campaign.
\uD83D\uDDD2 Summary
Summarise the functionalities in a table
Functionality | User Story | |
|---|---|---|
| 1 | Flag lead(s) as Valid | Allows user to change the current status of a lead to Valid |
| 2 | Flag lead(s) as Invalid | Allows user to change the current status of a lead to Invalid |
| 3 | Flag lead(s) as Test | Allows user to change the current status of a lead to Test |
| 4 | Flag lead(s) as Delivered | Allows user to change the delivery status of a lead to Delivered |
| 5 | Flag lead(s) as Undelivered | Allows user to change the delivery status of a lead to Not Delivered |
| 6 | Flag lead(s) as Other | Allows user to mark a lead as Replacement and undo the same |
| 7 | Reprocess lead(s) | Allows user to rerun QA jobs on selected leads |
| 8 | Delete lead(s) | Allows user to delete leads from the campaign |
\uD83D\uDDD2 User Permissions
Only Admin and agency users have access to Flag/Manage functionality in Global Leads.
https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748edit?pli=1#gid=1329587291